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Expenses Hub

Welcome to your learning path

System updates

We are currently undertaking a process of reviewing and updating some of the expense type categories and field names.
While we do this you may find that some of the images and videos in the guidance material do not exactly match what you see in the live system. There are no functionality changes.

For the quickest way to learn the basics of using your account and Claiming an Expense, start at step 1 below and visit each link in turn before returning here to move onto the next step.

 

Basic processes

 

Optional extras

1

Overview - Basics
Basics about Concur

 
Technical requirements
Useful definitions

2

Logging in
How to access your account

00:54

Roles in Concur

3

The Homepage
Become familiar with the dashboard and what is available to you

02:20

 

4

Your profile
Set up information about you to make transactions easier

03:25 

Icons and Alerts
Create favourite attendees

5

Verifying your email
A required step in order to easily add Receipts to your account

01:51
 

6

Creating a claim
Begin an out-of-pocket expense claim

02:03

Copying an expense

7

Add expenses to a Claim
List all the items you want to claim for

03:11

Expense Types
Itemizing Expenses
Change the narrative field for each line
Add/remove attendees
Change or add Approvers

8

Receipts
Attach receipts for your spend

02:45

Available Receipts

9

Submit a Claim
Send the claim to be approved and paid

02:11

Track your Claim
Recall, modify or delete a Claim
Returned claims

 

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Not found the help you need?

If this content or the Q&A sections above haven't given you the answers you need, you can also:

Try Concur's training materials 
or
Drop us an email

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